United Parcel Service Inc
UPS- Exchange
- NYSE
- Industry
- Trucking & Courier Services (No Air)
- SEC CIK
- 0001090727
No open-market purchases or sales by United Parcel Service Inc insiders were filed in the last 90 days; 2,147 institutions reported holding it in 13F filings for Q2 2026, worth $57.3B in total; no superinvestor holds it.
13F holders, Q4 2025
Institutional positions in United Parcel Service Inc as of Dec 31, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 2,125
- +216 vs. Q3 2025
- Shares held
- 505.3M
- +35.3M (+7.5%) vs. Q3 2025
- Total value
- $50.2B
- +$10.9B (+27.7%) vs. Q3 2025
- New holders
- 360
- 726 more added
- Sold out
- 144
- 856 more reduced
41 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting UPS on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 2,147 | $57.3B |
| Q1 2026 | 2,120 | $49.4B |
| Q4 2025 | 2,125 | $50.2B |
| Q3 2025 | 1,950 | $39.4B |
| Q2 2025 | 2,116 | $50.4B |
| Q1 2025 | 2,202 | $55.4B |
| Q4 2024 | 2,293 | $64.8B |
| Q3 2024 | 2,169 | $69.9B |
| Q2 2024 | 2,182 | $71.0B |
| Q1 2024 | 2,220 | $76.3B |
| Q4 2023 | 2,269 | $80.8B |
| Q3 2023 | 2,210 | $78.9B |
| Q2 2023 | 2,258 | $91.0B |
| Q1 2023 | 2,267 | $100.1B |
| Q4 2022 | 2,237 | $89.6B |
| Q3 2022 | 2,131 | $83.8B |
| Q2 2022 | 2,152 | $95.3B |
| Q1 2022 | 2,243 | $110.0B |
| Q4 2021 | 2,235 | $108.2B |
| Q3 2021 | 1,984 | $91.7B |
| Q2 2021 | 2,018 | $104.6B |
| Q1 2021 | 1,966 | $84.2B |
Institutions, Q4 2025
Shares, value and share of portfolio for each institution holding United Parcel Service Inc; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| K.J. Harrison & Partners Inc | 63,000 | $6.25M | 0.83% | +63,000 | New |
| U.S. Capital Wealth Advisors, LLC | 62,850 | $6.23M | 0.16% | +11,214+21.7% | Added |
| Monte Financial Group, LLC | 62,738 | $6.22M | 2.32% | −4,360−6.5% | Reduced |
| Scotia Capital Inc. | 62,208 | $6.17M | 0.02% | −16,308−20.8% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 62,204 | $6.17M | 0.01% | −17,913−22.4% | Reduced |
| UniSuper Management Pty Ltd | 61,882 | $6.14M | 0.04% | −3,318−5.1% | Reduced |
| Ironwood Investment Counsel, LLC | 61,291 | $6.08M | 0.85% | +2,687+4.6% | Added |
| PFG Investments, LLC | 61,271 | $6.08M | 0.29% | +4,839+8.6% | Added |
| TrueMark Investments, LLC | 61,134 | $6.06M | 1.16% | +44,957+277.9% | Added |
| Lido Advisors, LLC | 71,146 | $6.04M | 0.02% | +2,123+3.1% | Added |
| Sequoia Financial Advisors, LLC | 60,812 | $6.03M | 0.03% | −23,767−28.1% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 60,152 | $5.97M | 0.57% | −22,650−27.4% | Reduced |
| Ally Financial Inc. | 60,000 | $5.95M | 0.73% | 00.0% | Unchanged |
| Avantax Planning Partners, Inc. | 59,908 | $5.94M | 0.17% | +12,039+25.1% | Added |
| Hennessy Advisors Inc | 59,600 | $5.91M | 0.21% | −2,600−4.2% | Reduced |
| Opal Capital LLC | 59,457 | $5.90M | 1.48% | +59,457 | New |
| B. Metzler seel. Sohn & Co. AG | 59,470 | $5.90M | 0.05% | 00.0% | Unchanged |
| Employees Retirement System of Texas | 59,462 | $5.90M | 0.05% | +25,518+75.2% | Added |
| Northwest & Ethical Investments L.P. | 59,333 | $5.89M | 0.13% | +39+0.1% | Added |
| Generali Asset Management SPA SGR | 59,314 | $5.88M | 0.12% | +1,706+3.0% | Added |
| Sigma Investment Counselors Inc | 59,258 | $5.88M | 0.30% | 00.0% | Unchanged |
| Brevan Howard Capital Management LP | 59,236 | $5.88M | 0.11% | +37,046+166.9% | Added |
| Romano Brothers and Company | 59,160 | $5.87M | 0.67% | −1,100−1.8% | Reduced |
| Viking Fund Management LLC | 59,000 | $5.85M | 0.68% | +500+0.9% | Added |
| Prospera Financial Services Inc | 58,935 | $5.85M | 0.10% | +10,302+21.2% | Added |
| Intellus Advisors LLC | 58,513 | $5.80M | 0.77% | +9,843+20.2% | Added |
| Massar Capital Management, LP | 58,000 | $5.75M | 1.13% | −300,000−83.8% | Reduced |
| Kiltearn Partners LLP | 57,500 | $5.70M | 1.24% | −10,900−15.9% | Reduced |
| Teachers Retirement System of the State of Kentucky | 57,373 | $5.69M | 0.04% | 00.0% | Unchanged |
| Penn Davis McFarland Inc | 57,201 | $5.67M | 0.54% | +22,929+66.9% | Added |
| Fisher Asset Management, LLC | 56,962 | $5.65M | 0.00% | −9,965−14.9% | Reduced |
| Abn Amro Investment Solutions | 56,634 | $5.62M | 0.08% | +13,369+30.9% | Added |
| AustralianSuper Pty Ltd | 56,572 | $5.61M | 0.03% | +3,570+6.7% | Added |
| Altrius Capital Management Inc | 56,523 | $5.61M | 1.19% | +776+1.4% | Added |
| Intech Investment Management LLC | 56,396 | $5.59M | 0.05% | −2,938−5.0% | Reduced |
| Linscomb & Williams, Inc. | 56,125 | $5.57M | 0.23% | +1,530+2.8% | Added |
| Landscape Capital Management, L.L.C. | 55,963 | $5.55M | 0.37% | −19,150−25.5% | Reduced |
| Brown Brothers Harriman & Co | 55,818 | $5.54M | 0.03% | +1,402+2.6% | Added |
| Pinkerton Retirement Specialists, LLC | 54,589 | $5.41M | 0.56% | +250+0.5% | Added |
| Resources Investment Advisors, LLC. | 54,363 | $5.39M | 0.05% | +31,680+139.7% | Added |
| Munich Reinsurance Co Stock Corp in Munich | 54,091 | $5.39M | 0.13% | +54,091 | New |
| Sovereign's Capital Management, LLC | 53,933 | $5.35M | 3.24% | −3,608−6.3% | Reduced |
| AE Wealth Management LLC | 53,832 | $5.34M | 0.03% | +4,463+9.0% | Added |
| Grace & White Inc | 53,690 | $5.33M | 0.95% | 00.0% | Unchanged |
| Allstate Corp | 53,556 | $5.31M | 0.07% | +27,578+106.2% | Added |
| Arkfeld Wealth Strategies, L.L.C. | 50,247 | $5.30M | 1.82% | +2,350+4.9% | Added |
| AIA Group Ltd | 53,300 | $5.29M | 0.08% | +47,555+827.8% | Added |
| First National Bank of Omaha | 52,673 | $5.23M | 0.15% | +8,926+20.4% | Added |
| First Manhattan Co | 52,280 | $5.19M | 0.01% | −7,720−12.9% | Reduced |
| Mizuho Securities USA LLC | 53,808 | $5.16M | 0.09% | +199+0.4% | Added |
| Glenview Trust Co | 51,646 | $5.12M | 0.08% | −5,819−10.1% | Reduced |
| Skylands Capital, LLC | 51,545 | $5.11M | 0.69% | +2,005+4.0% | Added |
| Elo Mutual Pension Insurance Co | 51,346 | $5.09M | 0.08% | −8,587−14.3% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 50,785 | $5.04M | 0.02% | +17,276+51.6% | Added |
| Biondo Investment Advisors, LLC | 50,368 | $5.00M | 0.60% | +1,858+3.8% | Added |
| Cullen Investment Group, Ltd. | 46,217 | $4.99M | 0.65% | −36,097−43.9% | Reduced |
| Boyer & Corporon Wealth Management, LLC | 50,245 | $4.98M | 1.49% | +110.0% | Added |
| Vivaldi Capital Management, LLC | 49,996 | $4.96M | 0.67% | −840−1.7% | Reduced |
| Crossmark Global Holdings, Inc. | 49,757 | $4.94M | 0.07% | +7,488+17.7% | Added |
| Vestmark Advisory Solutions, Inc. | 49,742 | $4.93M | 0.07% | +43,540+702.0% | Added |
| Nomura Holdings Inc | 49,279 | $4.89M | 0.01% | −32,828−40.0% | Reduced |
| NewSquare Capital LLC | 49,167 | $4.88M | 0.43% | −21,243−30.2% | Reduced |
| Advisory Services Network, LLC | 49,131 | $4.87M | 0.07% | −4,680−8.7% | Reduced |
| San Luis Wealth Advisors LLC | 49,023 | $4.86M | 0.81% | +5,276+12.1% | Added |
| Thrivent Financial for Lutherans | 48,825 | $4.84M | 0.01% | −660,939−93.1% | Reduced |
| Tufton Capital Management | 48,850 | $4.84M | 0.85% | −6,647−12.0% | Reduced |
| Sciencast Management LP | 48,687 | $4.83M | 0.67% | +48,687 | New |
| Morgan Dempsey Capital Management LLC | 48,617 | $4.82M | 2.35% | −3,589−6.9% | Reduced |
| ARS Wealth Advisors Group, LLC | 48,595 | $4.82M | 0.43% | +2,727+5.9% | Added |
| Rowland & Co Investment Counsel | 48,383 | $4.80M | 0.93% | +1,646+3.5% | Added |
| Y-Intercept (Hong Kong) Ltd | 48,322 | $4.79M | 0.11% | −85,417−63.9% | Reduced |
| APG Asset Management N.V. | 56,601 | $4.78M | 0.01% | +26,389+87.3% | Added |
| Kestra Private Wealth Services, LLC | 48,137 | $4.77M | 0.06% | −11,895−19.8% | Reduced |
| Northwestern Mutual Wealth Management Co | 48,131 | $4.77M | 0.00% | −4,206−8.0% | Reduced |
| Inspire Trust Co, N.A. | 48,000 | $4.76M | 0.78% | +8,000+20.0% | Added |
| Murphy Pohlad Asset Management LLC | 47,325 | $4.69M | 1.80% | −177−0.4% | Reduced |
| Strategic Planning, Inc. | 47,090 | $4.67M | 2.52% | +579+1.2% | Added |
| Level Four Advisory Services, LLC | 46,632 | $4.63M | 0.15% | −7,787−14.3% | Reduced |
| Atria Investments LLC | 46,434 | $4.61M | 0.05% | +10,169+28.0% | Added |
| Norinchukin Bank, The | 46,364 | $4.60M | 0.05% | +3,234+7.5% | Added |
| Sompo Asset Management Co., Ltd. | 46,342 | $4.60M | 0.79% | −1,580−3.3% | Reduced |
| Wesbanco Bank Inc | 46,325 | $4.59M | 0.13% | −624−1.3% | Reduced |
| Kentucky Retirement Systems | 46,083 | $4.57M | 0.12% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 45,923 | $4.56M | 0.29% | +307+0.7% | Added |
| TCTC Holdings, LLC | 45,867 | $4.55M | 0.14% | −250−0.5% | Reduced |
| First Fiduciary Investment Counsel, Inc. | 45,819 | $4.54M | 0.88% | −25,867−36.1% | Reduced |
| HB Wealth Management, LLC | 45,792 | $4.54M | 0.03% | +4,059+9.7% | Added |
| Keystone Financial Planning, Inc. | 45,768 | $4.54M | 1.32% | −1,323−2.8% | Reduced |
| GAM Holding AG | 45,538 | $4.52M | 0.29% | −6,674−12.8% | Reduced |
| Inspire Advisors, LLC | 44,894 | $4.45M | 0.41% | +2,422+5.7% | Added |
| IFP Advisors, Inc | 44,878 | $4.45M | 0.10% | +6,204+16.0% | Added |
| Lathrop Investment Management Corp | 44,862 | $4.45M | 0.81% | −1,232−2.7% | Reduced |
| Waterfront Wealth Inc. | 41,323 | $4.45M | 0.85% | −347−0.8% | Reduced |
| Canada Post Corp Registered Pension Plan | 44,839 | $4.45M | 0.17% | +6,276+16.3% | Added |
| Cooper Financial Group | 44,639 | $4.43M | 0.47% | −12,339−21.7% | Reduced |
| Neuberger Berman Group LLC | 44,559 | $4.42M | 0.00% | +13,751+44.6% | Added |
| Birch Capital Management, LLC | 44,142 | $4.38M | 2.18% | −6,248−12.4% | Reduced |
| Exchange Traded Concepts, LLC | 43,790 | $4.34M | 0.04% | +715+1.7% | Added |
| First Citizens Bank & Trust Co | 43,228 | $4.29M | 0.09% | +17,544+68.3% | Added |
| Catherine Avery Investment Management LLC | 42,741 | $4.24M | 2.54% | +370+0.9% | Added |